Company name Kraft Foods Inc.
Stock ticker KFT
Live stock price [stckqut]KFT[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $36.39
Target stock price (averages with growth) $41.32
Target stock price (averages with no growth) $35.15
Target stock price (manual assumptions) $35.06

The following company description is from Google Finance: http://www.google.com/finance?q=kft

Kraft Foods Inc. (Kraft Foods) manufactures and markets packaged food products, including biscuits, confectionery, beverages, cheese, convenient meals and various packaged grocery products. The Company sells its products to consumers in approximately 170 countries. Kraft Foods operates in three segments: Kraft Foods North America, Kraft Foods Europe and Kraft Foods Developing Markets. At December 31, 2010, Kraft Foods had operations in more than 75 countries and made its products at 223 manufacturing and processing facilities worldwide. At December 31, 2010, its portfolio included 11 brands Oreo, Nabisco and LU biscuits; Milka and Cadbury chocolates; Trident gum; Jacobs and Maxwell House coffees; Philadelphia cream cheeses; Kraft cheeses, dinners and dressings, and Oscar Mayer meats. In February 2010, the Company announced that it has acquired the control of Cadbury plc. As of June 1, 2010, the Company owned 100% interest of Cadbury ADSs (Cadbury Shares).

Confident Investor comments: This is the last of Cramer’s “Diamonds of the Dow” companies and this one is decent as well. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

Company name General Electric Company
Stock ticker GE
Live stock price [stckqut]GE[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Fair
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $13.75
Target stock price (averages with growth) $18.32
Target stock price (averages with no growth) $17.5
Target stock price (manual assumptions) $16.7

The following company description is from Google Finance: http://www.google.com/finance?q=ge

General Electric Company (GE) is a diversified technology and financial services corporation. The products and services of the Company range from aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing and industrial products. Effective January 28, 2011, it held a 49% interest in a media entity that includes the NBC Universal businesses. Its segments include Energy Infrastructure, Technology Infrastructure, NBC Universal, GE Capital and Home & Business Solutions. Effective January 1, 2011, it reorganized Technology Infrastructure segment into three segments: Aviation, Healthcare and Transportation. On February 1, 2011, it acquired Dresser, Inc. On February 3, 2011, it acquired Wellstream PLC. In September 2011, it launched a new entity, Research Circle Technology Inc. (RCT). In October 2011, the Company’s GE Energy Financial Services unit bought a 58% interest in Lightfoot Capital Partners L.P.

Confident Investor comments: Continuing the 4 part series analyzing Jim Cramer’s “Diamonds of the Dow” and once again I am not crazy about his pick. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good, in fact the company ranks as a Good company, but there are some concerns with the price of the stock.

Company name The Boeing Company
Stock ticker BA
Live stock price [stckqut]BA[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $116.96
Target stock price (averages with growth) $148.52
Target stock price (averages with no growth) $115.89
Target stock price (manual assumptions) $98.79

The following company description is from Google Finance: http://www.google.com/finance?q=ba

The Boeing Company (Boeing) is an aerospace company. Boeing is engaged in the design, development, manufacture, sale and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services. The Company operates in five segments: Commercial Airplanes, Boeing Military Aircraft (BMA), Network & Space Systems (N&SS), Global Services & Support (GS&S), and Boeing Capital Corporation (BCC). Boeing�s Other segment includes the activities of engineering, operations and technology (EO&T), and shared services group (SSG), as well as intercompany guarantees provided to BCC. In July 2010, the Company acquired Narus, which is a provider of network traffic and analytics software. On August 5, 2010, the Company acquired Argon ST, Inc. (Argon). In December 2010, Boeing completed the acquisition of the business and operations conducted by Summit Aeronautics Group in Helena, Montana.

Confident Investor comments: This is the second of my 4 part series on Jim Cramer’s “Diamonds of the Dow” and I am a little more comfortable with this one. Not exactly a diamond but probably a pretty safe investment. At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

Company name AT&T Inc.
Stock ticker T
Live stock price [stckqut]T[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Fair
Sales growth Fair
EPS growth Poor
P/E growth Poor
EBIT growth Poor
ANALYSIS
Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.75
Target stock price (averages with growth) $2.1
Target stock price (averages with no growth) $2.42
Target stock price (manual assumptions) $23.42

The following company description is from Google Finance: http://www.google.com/finance?q=t

AT&T Inc. is a holding company. The Company is a provider of telecommunications services in the United States and worldwide. These include wireless communications, local exchange services, long-distance services, data/broadband and Internet services, video services, managed networking, wholesale services and directory advertising and publishing. It operates in four segments: wireless, which provides both wireless voice and data communications services across the United States and, through roaming agreements, in foreign countries; wireline, which provides landline voice and data communication services, AT&T U-Verse TV, broadband and voice services (U-Verse) and managed networking to business customers; advertising solutions, which publishes Yellow and White Pages directories and sells directory advertising and Internet-based advertising and local search, and other, which provides results from customer information services and all corporate and other operations.

Confident Investor comments: This is the first of a 4 part analysis of Jim Cramer’s “Rough Diamonds of the Dow” and frankly it is not starting well.  I really do not like AT&T. At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock.